Follow this guide to learn how to insert point-of-sale insurance data and include it in the relevant legal documents, such as contracts.
Prerequisite: To insert insurance data, you require administrator rights on the platform.
Access to information input:
To simplify the printing of loan contracts, fill in the point-of-sale insurance information in the platform's settings. This information will then be used automatically in loan contracts.
To do this, click on your initials to add the required information.
Once on this page, click on "Group, entities, points of sale" in the "Group" section.
Go to the "Points of sale" tab to select the relevant point of sale among those of your entity.
This input will be specific for each point of sale.
Viewing the insurance data for the selected point of sale:
From this page, click on the point of sale for which you would like to add or edit insurance data.
The insurance data will be displayed at the bottom of the "Sinthesis" tab on the point of sale homepage.
Editing insurance information:
To edit or to add data, click the "Modify" button at the top of the page.
In the "Additional Information" section can be found the fields about the insurance company as well as the various risks covered by it, which you can customise.
Once you have finished making your edits, click the 'Save' button at the top of the page to save them.
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